JP2008159001A - Document management program and document management device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To manage an access right for a specific user in browsing, editing, and recording operations of a document, to customize and provide the document according to the set access right, and to allow secondary use of the document from which a user has taken a browsable and editable place with the set access right. <P>SOLUTION: This document management device 10 sets the access right to a specific user for a specific place of a document 4 managed by a document database 111, registers and manages it in specific place management information 113, specifies the document region browsable and updatable by the use having performed display operation with a user terminal 20 based on registered contents of the specific place management information 113, creates document data for user delivery, and transmits it to the user terminal 20. When user-dedicated data for delivery where access right is set for the specific place is created as a user-dedicated document 5 and recorded and managed in user-dedicated document management information 114, the user-dedicated document 5 is read and transmitted to the user terminal 20. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a document management program and a document management apparatus.

  As a conventional technique for restricting the output of display contents to a specific area of a document according to a user, “Document and Data Management System Device” disclosed in Patent Document 1 is disclosed.

  The invention of this Patent Document 1 sets the procedure for managing documents and data for practicing quality control, and in order to set and maintain the document data created and revised, the auditor determined by the management data and Checking is performed based on the audit route, and the checked document is distributed to the distribution destination verified by the management data after the checking. At the distribution destination, information indicating that the checked document has been received is added to the management data for management, and further, information for restricting browsing by a specific person is added to the management data.

  In addition, as a conventional technique for restricting the output of display contents to a specific area of a document according to a user, “workflow support system, workflow support method, workflow support program, and program thereof recorded in Patent Document 2” A computer-readable recording medium ".

  The invention of this patent document 2 is intended to present in an easy-to-understand manner a part necessary for each person's work on an electronic document that is viewed and edited by a plurality of workers, and is sequentially written by each worker in the workflow. The electronic document to be performed is published and shared on the server, and it is managed by setting which section in the document is displayed according to the status classification code, and specifying the display area and non-display area in the electronic document. Display control.

  Further, as a conventional technique for restricting the output of display contents depending on the user for a specific area of document contents, “Data Input Support System, Data Input Support Method, and Program” disclosed in Patent Document 3 is disclosed. Has been.

The invention of Patent Document 3 can smoothly perform input work of input target information included in the description information while preventing or suppressing leakage of the description information on the sheet-like medium in a portion where the leakage prevention is necessary. The object is to provide a data input support system and a data input support method, and when the input object information cannot be recognized by the OCR process, a masking process for the input data is performed when the input agent is urged to correct it. Go and conceal the part that is not related to the input correction operation.
Japanese Patent Application Laid-Open No. 08-101785. JP2003-108725A. Japanese Patent Application Laid-Open No. 2005-25323.

  The present invention manages browsing, editing, and registration operations for a document registered in a database by setting access rights for a specific user, providing customized documents according to the set access rights, and providing the set access rights. An object of the present invention is to provide a document management program and a document management apparatus capable of secondary use of a document by allowing a user to use a portion that can be browsed and edited.

  In order to solve the above-described problem, the document management program of the invention of claim 1 is an access right setting means for setting an access right that designates a specific part of a document stored in a storage unit. When accessing the document, the document is made to function as an access permission unit that selectively permits access to a specific location for which the access right is set by the access right setting unit in accordance with the access right.

  The invention of claim 2 is the document management program of the invention of claim 1, wherein the access right setting means sets an access right for a specific location of the document for each user, and the access permission means , Access to a specific part of the document is permitted for each user.

  The invention of claim 3 is the document management program according to claim 1, wherein the access right setting means sets an access right for a specific part of the document for each user group, and the access permission means Permits access to a specific part of the document corresponding to each user group.

  According to a fourth aspect of the present invention, in the document management program of the first aspect, the access right set by the access right setting means includes a right to perform at least one of browsing and editing of the specific location.

  According to a fifth aspect of the present invention, in the document management program according to the first aspect of the invention, the specific location can be selectively browsed from the document stored in the storage unit based on the permission of access by the access permission means. Document creating means for creating the document, and browsing means for browsing the document created by the document creating means in accordance with the access right set by the access right setting means.

  In the document management program according to claim 1, the specific location can be selectively edited from the document stored in the storage unit based on permission of access by the access permission means. A document creation unit that creates the document, and a distribution unit that distributes the document created by the document creation unit in accordance with the access right set by the access right setting unit.

  According to a seventh aspect of the present invention, there is provided a document management program for setting an access right for setting a document reception unit for receiving a document and an access right for designating a specific part of the document received by the document reception unit. Access permission means for selectively permitting access to a specific location of which the access right is set by the access right setting means of the document received by the document reception means, corresponding to the access right, and access by the access permission means Based on the permission of the document, the document creation means for creating a document that can selectively browse and edit the specific part from the document received by the document reception means, and the access right setting for the document created by the document creation means And function as document registration means for registering in association with the access right set by the means.

  According to another aspect of the present invention, there is provided a document management device that stores a document storage unit that stores a document, and an access right setting that sets an access right that designates a specific part of the document stored in the document storage unit. And an access permission means for selectively permitting access to a specific location for which the access right is set by the access right setting means in accordance with the access right when accessing the document stored in the document storage means. It has.

  According to a ninth aspect of the present invention, there is provided a document management apparatus for receiving a document, and an access right setting unit for setting an access right for designating a specific part of the document received by the document reception unit. An access permission means for selectively permitting access to a specific portion of the document received by the document reception means, the access right of which is set by the access right setting means, corresponding to the access right; and the access permission means Based on the permission of access by the document accepting means, the document creating means for creating a document selectively enabling browsing and editing of the specific part from the document accepted by the document accepting means, and the document created by the document creating means Document registration means for registering in association with the access right set by the access right setting means.

  According to the document management program of the first aspect of the invention, the specified access right for the document stored in the storage unit is set by the access right setting means, and the specific location where the access right is set by the access right setting means It is possible to function to selectively permit the access to the access permission means corresponding to the access right.

  According to the invention of claim 2, in the document management program of the invention of claim 1, the access right setting means sets the access right for a specific part of the document for each user, and the access permission means It can be made to function so as to permit access to a specific part of the document for each user.

  According to the invention of claim 3, in the document management program of the invention of claim 1, the access right setting means sets the access right for a specific part of the document for each user group, and the access permission means It is possible to function so as to permit access to a specific part of the document for each user group.

  According to the invention of claim 4, in the document management program of the invention of claim 1, the access right setting means functions to set an access right including a right to view or edit a specific part. Can be made.

  According to the invention of claim 5, in the document management program of the invention of claim 1, it is specified from the document stored in the storage unit based on the access permission by the access permission means and based on the access permission by the access permission means. A document creation unit that creates a document that can be browsed selectively, and a document created by the document creation unit can be made to function according to the access right set by the access right setting unit. .

  According to the invention of claim 6, in the document management program of the invention of claim 1, based on the access permission by the access permission means, a specific part can be selectively edited from the document stored in the storage unit. A document can be created by the document creation means, and the document created by the document creation means can be functioned to be distributed by the distribution means corresponding to the access right set by the access right setting means.

  According to the document management program of the invention of claim 7, the access right setting unit receives an access right that specifies a specific part of the document received by the document reception unit and is received by the document reception unit. The access permission means selectively permits the access to the specific location where the access right is set by the access right setting means of the document input by the document input means according to the access right. Based on the permission of access by the document accepting means, the document creating means creates a document that allows selective browsing and editing of a specific part, and the document creating means creates the access right setting means. It can be registered by the document registration means in association with the access right set in.

  According to the document management apparatus of the invention of claim 8, the document is stored in the storage means, and the access right specifying the specific location of the document is set by the access right setting means for the stored document. An access right specifying a specific part of the document set by the right setting unit is set in the access right setting unit, and access to the specific part where the access right is set by the access right setting unit is set by the access permission unit. Can be selectively allowed in response to.

  According to the document management apparatus of the ninth aspect of the present invention, the access right setting unit is configured to receive an access right specifying a specific part of the document received by the document reception unit. The access of the document set by the document accepting means is selectively permitted according to the access right by the access permitting means, and based on the access permission by the access permitting means, the document accepting means Create a document that allows you to selectively view and edit a specific part from the received document with the document creation means, and associate the document created with the document creation means with the access right set by the access right setting means. It can be registered by registration means.

  Embodiments of the present invention will be described with reference to the accompanying drawings.

  FIG. 1 is a system configuration diagram showing an outline of a document management system in which a document management apparatus of the present invention is arranged and controlled by a document management program.

  In FIG. 1, a document management system 100 connects a document management apparatus 10, a user terminal 20, a printing apparatus 30, and an image reading apparatus 40 that register and manage a document 4 in a document DB (database) 111 via a network 7. Configured.

  In the following description of the embodiments, a document refers to a structured document composed of at least one electronic file.

  “Checkout” refers to an operation other than viewing a document by another user until a user editable document is read from the document DB 111, distributed to the user terminal 20, and stored again in the document DB 111. A function for retrieving a prohibited document is shown. “Check-in” means a function for updating the content of a checked-out document by editing it and storing it in the document DB 111 again.

  The document management system 100 is registered and managed in the user management information 115 for a specific area (hereinafter referred to as “specific part”) in the document 4 registered in the document DB 111 accessed by the document management apparatus 10. An access right for each specific user or specific user group is set, and the set contents are registered and managed in the specific location management information 113.

  The specific location setting operation for the document 4 is performed, for example, on the specific location setting screen 212 displayed on the display unit 21 of the user terminal 20 logged in by a user having administrator authority to the document management apparatus 10.

  Display, update, and registration of the document 4 registered in the document DB 111 are performed by operating the document operation screen 211 displayed on the display unit 21 of the user terminal 20.

  The document management apparatus 10 receives a request for distributing the document 4 registered in the document DB 111 to the user terminal 20 via the network 7, and the access set for the login user of the user terminal 20 that made the distribution request for the document 4. Locations that can be browsed and edited by the rights are identified based on the settings registered in the specific location management information 113, and document data for distribution is created based on the locations that can be viewed and edited by the user. It has a document distribution function for each user to output.

  In the document distribution function for each user, when the document management apparatus 10 sets a specific location in the document 4, the document management apparatus 10 creates a user-specific document 5 for each user who has set an access right for the specific location, and sets the specific location. When a distribution request is made from a user who is registered and managed in the document DB 111 in association with the original document and the access right is set, the user-specific document 5 corresponding to the document 4 to be distributed is read from the document DB 111 and the user A function for distributing the user-specific document 5 distributed to the terminal 20 is provided.

  Also, the document management apparatus 10 distributes the revised document 41 to the user terminal 20 by performing generation management by registering the revised document 41 as a separate document when the document 4 distributed to the user terminal 20 is updated. The document 4 has a new registration function for newly registering in the document DB 111 as another document that uses the contents of the document 4.

  The document management system 100 includes identification information (hereinafter referred to as a document ID) of the document 4 that has been checked out, a location that can be edited by the access right of the user who has checked out the document 4, and the user ID of the user who has checked out the document. Information is registered in the checkout document management information 114, and an image in which information for specifying the registered data is embedded (for example, an image such as a two-dimensional barcode 82) is printed in an empty area of the sheet, and the checkout document The user writes in the comment entry field 81 provided in the comment entry sheet 8 the checkout function of the document by printing the comment entry sheet 8 on which the contents are printed, and the change contents for the editable portion of the checked-out document 4. The image of the comment entry sheet 8 is read by the image reading device 40, and the read image It has a check-in function of the document to be stored again in the document DB111 to update the contents of the edited portion of the document 4 that was checked out by the updates described in the comment entry field 81 to be extracted.

  The operation procedure for setting a specific location in the document 4 includes a selection operation of the document 4 for setting the specific location, a designation operation for a specific location in the selected document 4, a selection of a user who sets an access right to the specified specific location, The access right type setting operation to be set at a specific location for the specified user is sequentially performed.

  A user who sets an access right for a specific location selects and sets a user (user group) registered in the user management information 115.

  The range of the area that can be specified as a specific location is specified by selecting either a document unit, a page unit, an object in a page (graphic area, image area, text area), or a specific area in an object. be able to.

  In particular, when a document to set a specific part has an area displayed by text data or an image area that can be recognized by a character, a predetermined keyword in the document is specified, and only a circumscribed rectangular area of a character that matches the keyword Can be specified as a specific location. The type of access right for a specific location set for the user includes “full access” that allows all viewing, updating, and deleting operations for the specific location, and “viewing, permitting user viewing and updating for the specific location”. “Updating is possible”, “Only browsing is allowed” allowing only browsing to a specific part, and “Browsing is impossible” prohibiting browsing of a specific part.

  Also, when distributing a document for which access rights that cannot be browsed are set by setting a specific location, the specific location for which access rights that cannot be viewed are filled or hidden so that the information is hidden and the document is displayed on the user terminal. To distribute.

  A user who is set with an access right that allows full access to the entire document 4 updates the document 4 by editing the distributed document 4 read from the document DB 111, or diverts the contents of the distributed document 4. In addition to newly registering another document, the revised document 4 can be registered in the document DB 111 when the document 4 is generation-managed.

  Next, an example of the functional configuration of the document management apparatus 10 and the user terminal 20 shown in FIG. 1 will be described with reference to the block diagram of FIG.

  The document management apparatus 10 includes a document management apparatus control unit 12 and a document management apparatus storage unit 11. The document management apparatus storage unit 11 includes a document DB 111, specific location management information 113, user management information 115, checkout document management information. The document management apparatus control unit 12 includes a specific part management unit 122, a document management unit 123, a user management unit 121, and a document management apparatus communication control unit 124. .

  The document management unit 123 receives and detects the operation of the document by the logged-in user of the user terminal 20 via the document management apparatus communication control unit 124, and newly registers the document 4, distributes the document 4, and distributes the distributed document 4 to the user. The document is updated and registered in the document DB 111 after being updated with the edited contents.

  In addition, the check-out status of the document 4 for which the specific location is set by the specific location management unit 122 and the check-in status of the checked-out document 4 are recorded in the check-out document management information 114 and monitored. For 4, access control is performed to prohibit operations other than browsing by user operations other than the checked-out user.

  The user management unit 121 registers and manages user IDs of users who can access the document DB 111 managed by the document management apparatus 10 and authentication data for user authentication in the user management information 115, and stores them in the document DB 111. User authentication for the logged-in user of the user terminal 20 with respect to the registered document 4 is performed, and whenever the access to the document DB 111 occurs, the logged-in user of the accessed user terminal 20 is identified and the identified user ID of the logged-in user is documented. Notify the management unit 123.

  The specific location management unit 122 associates the information related to the specific location that prohibits or permits the specific user from browsing or updating the specific location of the document 4 with the document ID of the document 4 in which the specific location is set. 113 is registered and managed.

  In addition, the specific location management unit 122 receives, from the specific location management information 113, registration data in which registration data of a specific location corresponding to the document ID and user ID notified from the document management unit 123 is registered in the specific location management information 113. The document management unit 123 is notified of the location information of the specific location recorded in the read and registered data and the type of user access right set for the specific location.

  For example, as shown in FIG. 4, the specific location management information 113 includes “document ID” for specifying the document 4 in which the specific location is set in the document DB 111, and specific location registration data in the specific location management information 113. “Specific location identification NO” for specifying, “Setting location” indicating location information for specifying an area in the document as the specific location, “User / user” indicating the user who has set the access right at the specific location, and user group “Group”, “Access right” indicating the type of access right set in the specific location, and information indicating whether the user-specific document 5 has been created for the user who has set the access right in the specific location “ Table-specific data in which “user-dedicated documents” are recorded and managed by the specific location management unit 122.

  In “Document ID”, a document ID for specifying a document in which a specific part is set in the document DB 111 is recorded.

  In the “specific part identification NO”, identification information given at the time of registration of the specific part is recorded in order to specify and identify the registered data of the registered specific part in the same document.

  As the types of areas that can be designated as “setting places”, for example, the operation target screen as shown in FIG. 3A is used to designate a designated target range (whole document, designation in page units, objects in a page ( It is possible to select and specify an area) within a graphic drawing area, a text area, and an image area.

  When the setting target area of the setting part is a part of the text area in the document 4, the position information of the specific part is recorded with information indicating the page number, line number, start character position, and end character position. When the setting target area of the set location is an image image, the identification information of the file in which the image image registered and managed in the document DB 111 is recorded is recorded, and further, the setting target area of the specific location is the image image. In some cases, coordinate data in an image is recorded.

  Further, when hiding a specific character string specified by the user as the specific location, for example, from the operation screen shown in FIG. 3B, a text area including characters and a character string to be hidden are displayed. Enter and specify.

  The “user / user group” includes, for example, a user ID that is registered and managed in the user management information 115 with the identification information of the user or user group selected on the operation screen shown in FIG. It is recorded with the group ID of the user group.

  The “access right” includes, for example, “access impossible” that prohibits browsing of the document 4 with respect to the specific part as the access right type selected on the operation screen shown in FIG. "Reading is only allowed" that allows browsing only, "Browsing and editing is allowed" that allows both viewing and editing of document contents for a specific part, and browsing and editing of the entire document are possible. Information indicating any access right of “full access” to be permitted is recorded.

  In the “user-dedicated document”, the user-dedicated document 5 customized for user distribution by the setting process of a specific part is registered in the document DB 11 and registered and managed in the user-dedicated document management information 112. "If not, record" None ".

  For example, as shown in FIG. 5, the user-specific document management information 112 includes the document ID of the document 4 in which the specific location is set, the user ID of the user whose access right to the specific location is set in the specific location management information 113, This is data in which the document ID of the user-specific document 5 for specifying the user-specific document 5 in the document DB 111 is recorded, and is managed by the specific location management unit 122.

  For example, as shown in FIG. 6, the check-out document management information 114 includes an “index” for recording an identification number for identifying and managing the registration data of the check-out document management information 114, and the document ID of the checked-out document. “Checkout document identification information”, “checkout user” that records the user ID of the user who checked out the document, and location information of the location where the checked out document is updated when it is checked in “Edited part”, “Comment entry sheet identification information” for recording a sheet index for identifying a comment entry sheet 8 printed by checking out a part of the document, and information indicating the state of the document after being checked out , "Status Information" to record the checked-in and checked-in status, A tabular data having a "checkout time" to record the check-out date and time written is managed by the document management unit 123.

  2 again, the user terminal 20 includes a display unit 21, an input operation unit 22, a document input / output unit 23, a specific location setting unit 24, an input / output control unit 25, a print control unit 27, an image reading control unit 26, A user terminal communication control unit 28 is included.

  The input / output control unit 25 performs a user login operation, a document 4 browsing operation, a document 4 editing, a document 4 update, a document 4 registration operation, a document 4 registration operation, and a specific part of the document 4 in the input operation unit 22 of the user terminal 20. Detecting the user's access right setting operation to be set and detecting the input operation appropriately notified to the document input / output unit 23 or the specific location setting unit 24, and the display output from the document input / output unit 23 Output control of various operation screens such as displaying the document operation screen 211 on the display unit 21 based on the data, displaying the specific part setting screen 212 on the display unit 21 with display data output from the specific part setting unit 24 I do.

  The document input / output unit 23 displays the content of the document 4 on the display unit 21 as the document operation screen 211 based on the distribution data of the document 4 received from the document management apparatus 10 via the user terminal communication control unit 23. Display data is generated and output to the input / output control unit 25.

  The document input / output unit 23 receives the editable portion of the document 4 displayed on the document operation screen 211 from the document management unit 123 of the document management apparatus 10 via the user terminal communication control unit 28. An input control is performed via the input / output control unit 25, which is specified based on information that can be acquired from the data, and restricts the user's input operation to places other than those that can be edited by the input operation unit 22.

  Also, when the document input / output unit 23 detects the registration / update operation of the document 4 via the input / output control 25 on the document operation screen 211 displayed on the display unit 21, any of update, new registration, and revision registration is performed. The registration type of the user, the user ID of the user who performed the registration operation, the document name of the document to be registered, the document ID (if there is no new registration), and the registration data of the document that records the document data The registered data is transmitted to the document management unit 123 of the document management apparatus 10 via the user terminal communication control unit 28 to instruct the registration and update of the document 4 in the document DB 111.

  When the document input / output unit 23 detects the print operation of the comment entry sheet 8 on the document operation screen 211 displayed on the display unit 21 via the input / output control 25, the document input / output unit 23 prints the document data of the checkout document 4 to be printed. A sheet index to be assigned to the comment entry sheet 8 is generated and output to the print control unit 27 to instruct printing of the comment entry sheet 8.

  Further, when the comment entry sheet 8 is printed and the document 4 is checked out, the sheet index of the comment entry sheet 8, the user ID of the checked-out user, and the document ID of the checked-out document 4 are displayed on the user terminal communication control unit. 28, to the specific location management unit 122 of the document management apparatus 10, and instruct to register in the checkout document management information 114 and monitor the checked out document.

  Further, the document input / output unit 23 receives the image of the two-dimensional barcode 82 printed on the comment entry sheet 8 from the image reading control unit 26, analyzes it, and enters the comment embedded in the image of the two-dimensional barcode 82. The sheet index of the sheet 8 is transmitted to the specific location management unit 122 of the document management apparatus 10 via the user terminal communication control unit 28, and as information regarding the checked-out document 4 recorded in the check-out document management information 114, The document ID of the document 4 that has been checked out, the user ID for identifying the user who has checked out the document, and the contents described in the comment entry field 82 of the comment entry sheet 8 The identification information and the location information of the location where the user describes the update contents are inquired by handwriting input.

  When the input operation unit 22 detects a specific location setting operation for the document 4 on the specific location setting screen 212 displayed on the display unit 21, the specific location setting unit 24 sets the document ID of the document 4 for setting the specific location, Notification of page identification information specified as a specific location, object identification information in the page, location information of a specific location in the object, user ID of the user who sets the access right for the specific location, and type information of the set access right Then, data for registration in the specific location management information 113 is created, and if the simultaneous creation of the user-specific document 5 is specified based on the setting content of the specific location in the specific location setting operation, the creation is instructed. The information to be added is added to the registration data for the specific location and transmitted to the specific location management unit 122 of the document management apparatus 10.

  The print control unit 27 performs print control of the document 4 with respect to the printing apparatus 30 based on the document data received from the document input / output unit 23. In particular, when the comment entry sheet 8 is printed, registration data regarding the checked-out document 4 is stored. Changes to update the contents of the update target part when checking in the checked-out document 4 and the image of the two-dimensional barcode 82 in which information for specifying in the check-out document management information 114 is encoded and embedded In order for the user to input the contents by handwriting, an image in the comment entry field and print data for printing the contents of the checked-out document 4 on paper are created and output to the printing apparatus 30 via the user terminal communication control unit 28.

  The image reading control unit 26 performs image reading control with respect to the image reading device 40 in accordance with an instruction from the document input / output unit 23, and in particular, the read image of the two-dimensional barcode 82 printed on the comment entry sheet 8 and the user The read data including the read image of the part input by handwriting is received via the communication control unit 28 and output to the document input / output unit 23.

  Next, an example of the operation of setting a specific location in a document will be described with reference to the flowchart of FIG.

  In the following description of the specific location setting process, the entire document 4 that is the target of the specific location can be fully accessed on the specific location setting screen 212 displayed on the display unit 21 of the user terminal 20. In the setting process for a specific location, the duplication check of the specific location for the same document and the same user is controlled exclusively based on a predetermined priority order. To do.

  The specific part setting unit 24 detects the selection operation of the document 4 on the specific part setting screen 212 output to the display unit 21 (S101 YES), includes the document ID of the selected document 4, and accompanies the setting operation of the specific part. Control data for requesting extraction of the document 4 from the document DB 111 is transmitted to the document management apparatus 10 via the user terminal communication control unit 28, and the specific location management unit 122 received from the user terminal 20 in the document management apparatus 10. The document data of the document 4 corresponding to the document ID notified by the control data is read from the document DB 111 by the document management unit 123, and the read document data is transmitted to the requesting user terminal via the document management device communication control unit 124. In the requesting user terminal 20 that received the document data, the specific location setting unit 24 transmits the document data based on the received document data. There document name, and outputs the contents of the document on a predetermined display to create a display data to be displayed in the area input and output control unit 25 of the specific portion setting screen 212 (S102).

  When the registration operation of the specific part for the document displayed on the specific part setting screen 212 is detected by the process of step S102 (S103 YES), the location information of the specific part in the document 4 and the user of the user whose access right is set for the specific part The setting information including the ID and the type of access right set for the user is acquired by analyzing the input operation notified from the input / output control unit 25, and the document ID, the location information of the specific location, the user ID, the access right The registration data of the specific location management information 113 necessary for setting the specific location including the type is created, and the specific location management unit of the document management apparatus 10 in which the created registration data is connected to the network via the user terminal communication control unit 28 The specific location management unit 122 of the document management apparatus 10 transmits the address to the address based on the registration data received from the user terminal 20. To register the settings of the specified point to a specific location management information 113 Te (S104).

  The specific part management unit 122 searches the registration data of the user-specific document management information 112 using the document ID of the document 4 for which the setting of the specific part is completed and the user ID of the user who has set the access right for the specific part. It is determined whether or not the document 4 for which the user is set and the user-specific document 5 corresponding to the user for which the access right for the specific location is set are registered in the document DB 111 (S105).

  When the user ID that sets the access right for the specific location and the user-specific document 5 corresponding to the document 4 that sets the specific location are registered in the document DB 111 (S105 YES), the specific location management unit 122 is registered in the document DB 111. The document ID of the user-dedicated document 5 is identified from the user-dedicated document management information 112, the document ID of the identified user-dedicated document 5 is notified to the document management unit 123, and an instruction to read the user-dedicated document 5 from the document DB 111 is given. Then, based on the setting information of the specific part newly set in the process of step S104 and the read data of the read user-specific document 5, the part that can be viewed by the user as the user-specific document 5 and the part that can be updated are determined. Re-specify and update, and the updated user-specific document 5 is re-registered in the document DB 111 by the document management unit 123 ( 106).

  On the other hand, when the user-specific document 5 corresponding to the user ID of the user who sets the access right for the specific location and the document ID of the document 4 for which the specific location is set is not registered in the document DB 111 (NO in S105), the specific location When the information specifying the simultaneous creation of the user-specific document 5 corresponding to the user who has set the access right is recorded in the registration data received from the specific location setting unit 24 of the user terminal 20 (YES in S107) The specific part management unit 122 creates a new user-specific document 5 by specifying a part that can be browsed and edited by the user in the document in which the specific part is set based on the setting content of the specific part. Is registered in the document DB 111, and the document ID of the registered user dedicated document 5 and the specific item are also registered. Document ID of the document that was set, and registers the user ID of the user as a distribution target of the user dedicated document 5 user-specific document management information 112 (S108).

  Until the end operation of the specific location setting screen 212 is performed (NO in S109), the document selection operation for setting the specific location detected in the determination process in step S101 or detected in the determination processing in step S103. When the operation for specifying the access right for the user who specified a specific location for the currently selected document is monitored and an end operation of the specific location setting screen 212 is detected (YES in S109), the specific location setting screen 212 for the display unit 21 is detected. The display process of is terminated.

  Next, an example of document 4 distribution and display processing will be described with reference to the flowchart of FIG.

  It should be noted that even if there is no area that can be edited and updated by the user in the document 4 to be distributed, or even if there is an area that can be edited, the document can be accessed by another user who has edit access rights to the same document. Is already distributed, it is assumed that the document data for viewing is distributed and output to the display unit 21.

  In the user terminal 20, the document input / output unit 23 detects a document display operation by the input operation unit 22 for the document operation screen 211 displayed on the display unit 21 via the input / output control unit 25, and displays the document 4 Document ID and the user ID that is logged in to the user terminal 20 that has performed the display operation of the document 4 are recorded, the acquired user ID and the document ID of the document 4 to be displayed are recorded, and a document distribution request is issued to the document management apparatus 10. Control data to be sent to the document management apparatus, and the created control data is transmitted to the document management unit 123 of the document management apparatus 10 via the user terminal communication control unit 28 (S201).

  In the document management apparatus 10, the document management unit 123 includes the user ID of the user who performed the display operation of the document 4 on the control data received from the user terminal 20 via the document management apparatus communication control unit 124, and the document 4 to be displayed. The specific location management unit 122 is notified, and in the document 4 of the notified document ID, it is determined whether or not the access right to the specific location corresponding to the user corresponding to the notified user ID is set. The specific part management unit 122 searches the registration data of the specific part management information 113 based on the document ID and user ID of the document 4 for which the inquiry has been made by the document management unit 123. It is determined whether or not the access right for the specific location is set for the operating user who has logged in the user terminal 20 that has performed the display operation of the document 4. To cross (S202).

  When the access right to the specific location is set for the user (YES in S202), the specific location management unit 122 includes the user ID of the user who has logged in the user terminal 20 that performed the display operation of the document 4, and The registration data of the user-specific document management information 112 is searched with the document ID of the document 4 to be displayed, and it is determined whether or not the user-specific document 5 corresponding to the user who has performed the document display operation is registered in the document DB 111. (S203).

  When the user dedicated document 5 is registered in the document DB 111 (S203 YES), the specific location management unit 122 notifies the document management unit 123 of the document ID of the user dedicated document 5 registered in the user dedicated document management information 112. The document management unit 123 instructs the document DB 111 to read the user-specific document 5, and sends the read document data of the user-specific document 5 to the document input / output unit 23 of the user terminal 20 that performed the display operation of the document 4. This is transmitted via the document management apparatus communication control unit 124 (S207).

  On the other hand, if the user-specific document 5 is not registered in the document DB 111 in the determination process in step S203 (S203 NO), the specific location management unit 122 reads the document 4 corresponding to the document ID from the document DB 111. (S204) and the document ID of the document 4 to be displayed and the display for the document 4 indicating the document data of the read document 4 and the presence / absence of a specific location corresponding to the user who performed the display operation on the document 4 are displayed. When the registered data of the specific location management information 112 is searched with the user ID corresponding to the user who performed the operation, and the access right to the specific location is set to the user who performed the display operation of the document 4, the display of the document 4 is displayed. Identify where the user who performed the operation can view, where browsing is prohibited, and where editing is possible. If, for example, a display method for a concealed portion shown in FIG. 3B is specified for an area where browsing is prohibited, document data for distribution is displayed by the display method. Is created (S205), and if the location that can be edited by the user is in the document 4 to be distributed, information for notifying the editable location to the document input / output unit 22 of the user terminal 20 is added to the document data for distribution. Then, the created document data for distribution is transmitted to the document input / output unit 23 of the user terminal 20 that performed the document display operation via the document management apparatus communication control unit 124 (S207). .

  In the user terminal 20, the document input / output unit 23 displays, on the display unit 21, the contents of the document that can be viewed by the user based on the distribution document data received from the document management apparatus 10 via the user terminal communication control unit 28. The document operation screen 211 is output to a predetermined position (S208).

  Next, an example of the operation of storing the document 4 in the document DB 111 will be described with reference to the flowchart of FIG.

  In the user terminal 20, when the document input / output unit 23 detects the registration / update operation of the document 4 by the input operation unit 22 via the input / output control unit 25 on the document operation screen 211 displayed on the display unit 21, a new It is determined whether the registration is a created document, an update to the document 4 distributed by reading from the document DB 111, or a new registration as another document created by diverting part of the contents of the distributed document 4. (S301).

  In the case of registration of a newly created document or a new document diverted from the contents of the document read and displayed from the document DB 111 (NO in S301), the document input / output unit 23 creates registration data for the newly registered document, and the user Registration of the new document received via the document management apparatus communication controller 124 is transmitted to the document management section 123 of the document management apparatus 10 via the terminal communication control section 28. When the new document 4 is registered in the document DB 111 based on the data for use, and the registration process of the new document with respect to the document DB 111 is completed, the document management unit 123 sends response data notifying that the registration of the new document is completed to the document management apparatus. The request is transmitted to the requesting user terminal 20 via the communication control unit 124, and the response data for the new registration of the document 4 is sent to the user terminal 20 The document input / output unit 23 received from the document management apparatus 10 via the user terminal communication control unit 28 displays a process selection screen for inquiring the user about the necessity of setting a specific location for the document 4 newly registered in the document DB 111. Display data for creation on the display unit 21 is created and output to the input / output control unit 25 (S302).

  When an operation by the input operation unit 22 in which the user specifies the setting of a specific location for the newly registered document is detected via the input / output control 25 on the process selection screen displayed on the display unit 21 (YES in S303), the document input / output unit 23 instructs the specific location setting unit 24 to output the specific location setting screen 212 to the display unit 21, and the specific location setting unit 24 outputs the specific location setting screen 212 to the display unit 21 (S 304).

  In the process of step S301, when it is an update operation of the document read and distributed from the document DB 111 (S301 YES), the document input / output unit 23 updates the document ID of the document 4 to be updated, the document data of the document 4 to be updated, and the update The update data of the document in which the user ID that performed the operation is recorded is created, and the created update data is transmitted to the document management unit 123 of the document management apparatus 10 via the user terminal communication control unit 28, and the document management apparatus 10, the document management unit 123 notifies the specific location management unit 122 of the document ID of the document 4 to be recorded, which is recorded in the update data of the document 4 received via the document management device communication control unit 124. The registered data of the specific location management information 113 is searched for, and an inquiry is made as to whether or not the document 4 to be updated is a document in which the specific location is set (S3). 5).

  When a specific location is set for the document 4 to be updated (S305 YES), the specific location management unit 122 allows the user who has requested update of the document 4 to have full access to the document 4 to be updated. Is set by searching the registered data of the specific location management information 113 using the document ID and user ID of the document 4 to be updated recorded in the update data (S309).

  When the user does not have full access right to the entire document 4 to be updated (NO in S309), the document management unit 123 determines the location that can be updated by the user based on the registered content of the specific location management information 113. The content of the document corresponding to the specified editable portion is updated based on the update data received from the user terminal 20 (S310).

  When the user has the full access right to the document 4 stored in the document DB 111 (S309 YES), the document management unit 123 is a document in which the document 4 to be updated is generation-managed, and the revised document 41 Is registered based on the attribute of the document 4 to be updated and the access right to the update operation by the user (S311).

  When the document to be updated is a generation-managed document and is a document revision registration (YES in S311), the document processing unit 123 creates a revised document 41 based on the registration data received from the user terminal 20. Registered in the DB 111 (S313), the registered content of the specific location set in the document 4 before the revision is read from the specific location management information 113, and the registered content of the specific location for the revised document 41 is read The registered contents are registered in the specific location management information 113 in association with the document ID of the revised document 41 (S314).

  If it is determined in step S311 that the document is not registered for revision (NO in step S311), the document management unit 123 uses the content of the document data received from the user terminal 20 via the document management device communication control unit 124 as the user. The document 4 corresponding to the document ID notified from the terminal 20 is updated (S312).

  Furthermore, the specific location management unit 122 determines whether or not the user-dedicated document 5 corresponding to the document 4 updated in the process of step S312 or the process of step S310 is registered in the document DB 111. Based on the document ID, the registration data of the user-specific document management information 112 is searched and determined (S315).

  When the user-specific document 5 is created in association with the document 4 updated in the process of step S312 and registered in the document DB 111 (S315 YES), the document ID of the user-specific document 5 corresponding to the updated document ID is specified. The document management unit 123 identifies the location management unit 122 and updates the content of each user-specific document 5 identified by the specific location management unit 122 with the updated content of the updated document (S316).

  Next, a check-in process is performed in which the content of the document 4 registered in the document DB 111 is checked out by printing the comment entry sheet 8 and the content of the document checked out by the reading operation of the comment entry sheet 8 by the image reading device 40 is updated. An example of the operation will be described with reference to the flowchart of FIG.

  In the user terminal 20, the document input / output unit 23 includes the document ID of the document 4 to be checked out, the user ID of the user who has logged in the user terminal 20 that performed the check-out operation of the document 4, and the check-in process after check-out. The position information of the document 4 to be updated and the document data of the document 4 to be checked out are acquired based on the analysis of the input operation on the document operation screen 211 acquired via the input / output control unit 25 (S401).

  The document input / output unit 23 detects the print instruction operation of the comment entry sheet 8 by the input operation unit 22 for the document operation screen 211 displayed on the display unit 21 via the input / output control unit 25, and the checkout is designated. Control data for requesting distribution of the document 4 to be checked out by recording the document ID of the document 4 and the user ID of the user who checked out the document is created, and user terminal communication control is sent to the document management unit 123 of the document management apparatus 10. The document management unit 123 of the document management apparatus 10 creates the distribution data for the document to be checked out from the document DB 111 and transmits it to the document input / output unit 23 of the user terminal 20 for document management. In the apparatus 10, the document management unit 123 receives the document ID and check of the checkout document received via the document management apparatus communication control unit 124. Transmitted to the user terminal 20 to create a distribution data of the document to be checked out based on the user ID of the user out (S402).

  In the user terminal 20, the document input / output unit 23 is generated for distribution to the checkout document distribution data received from the document management apparatus 10 via the user terminal communication control unit 28 and the comment entry sheet 8 to be printed. The sheet index is output to the print control unit 27 to instruct the printing of the comment entry sheet 8, and the print control unit 27 encodes the sheet index of the comment entry sheet 8 received from the document input / output unit 23 to generate a two-dimensional barcode. 82 (S403), the print control unit 27 forms the image of the two-dimensional barcode 82 created in the process of step S403, the contents of the document 4 checked out in step S402, and the comment entry field 81. Print data for printing on the user terminal, and the generated print data is transmitted via the user terminal communication control unit 28. And outputs it to the printing device 30 to print the comment entry sheet 8 (S404).

  When the printing process of the comment entry sheet 8 is completed, the document input / output unit 23 is updated when the document ID of the checked-out document 4 and the user ID of the user who performed the check-out operation of the document 4 are performed. Registered in the checkout document management information 114 is information on the checkout document including the position information for identifying the target location in the document to be chucked out and the sheet index of the comment entry sheet 8 generated in the process of step S403. Registration data is created, and the created registration data is transmitted to the document management unit 123 of the document management apparatus 10 via the user terminal communication control unit 28, and information about the checked-out document is checked-out document management information 114. Instruct to register to (S405).

  After the document 4 is checked out by printing the comment entry sheet 8, the user enters the contents to be updated when checking in the comment entry field 81 of the printed comment entry sheet 8 (S406). The image of the comment entry sheet 8 in which the comment is entered is read by the image reading device 40, and the check-in operation of the checked-out document is performed based on the content of the read data (S407).

  The document input / output unit 23 extracts and analyzes the image of the two-dimensional barcode 82 from the image reading image of the comment entry sheet 8 received from the image reading control unit 26, and reads the sheet index of the comment entry sheet 8 (S408). Further, the comment entry field 81 is cut out and character recognition processing is performed to convert the comment entered by the user into character data (S409).

  The document input / output unit 23 transmits the sheet index analyzed in the process of step S408 and the character data converted in the process of step S409 to the document management unit 123 of the document management apparatus 10, and performs a document check-in process. Is instructed (S410).

  In the document management device 10, the document management unit 123 searches the registration data of the check-out document management information 114 using the sheet index received via the document management device communication control unit 124, and checks that are to be updated by check-in processing. The document ID of the out document and the location to be updated in the check out document are specified, and the content of the checked out document is updated and updated based on the text data described in the comment entry field 81 received from the user terminal 20 The checkout document is stored in the document DB 111 (S411).

  When the document check-in process by the document management unit 123 is completed, the check-in is completed from the check-out of the contents of the document status recorded in the registration data of the check-out document management information 114 specified and read in the process of step S409 Response data notifying that the check-in process has been completed is transmitted to the user terminal 20 via the document management apparatus communication control unit 124 (S412).

  Note that in the document check-in process shown in FIG. 10, the content written by the user in the comment entry field 81 of the comment entry sheet 8 is the character recognition process for the read image in the comment entry field 18. The process of updating the contents of the document 4 that has been acquired by performing the check and the check-out with the acquired contents has been described. In addition to this, the read image in the comment entry field 81 of the comment entry sheet 8 is added to the checked-out document. Thus, the document 4 can be updated as an image for updating an updateable portion and registered in the document DB 111.

  A document management program and a document management apparatus according to the present invention manage a document by setting an access right that prohibits or permits browsing or updating a specific part of the document for each user, and performs document management by controlling the program. The present invention can be applied to a device and a system configured by arranging the device.

The figure which shows an example of a structure of the document management system which arranged the document management apparatus controlled by the document management program of this invention. The block diagram which shows an example of a function structure of a document management apparatus and a user terminal. The figure which shows an example of a specific location setting operation screen. The figure which shows an example of specific location management information. The figure which shows an example of user exclusive document management information. The figure which shows an example of checkout document management information. 10 is a flowchart illustrating an example of a specific location setting process by the document management system. 10 is a flowchart illustrating an example of document distribution and display processing by the document management system. 6 is a flowchart illustrating an example of document update and registration processing by the document management system. 7 is a flowchart illustrating an example of a document check-out and check-in process using a comment entry sheet 8.

Explanation of symbols

DESCRIPTION OF SYMBOLS 100 Document management system 10 Document management apparatus 11 Document management apparatus memory | storage part 111 Document DB
112 User-specific document management information 113 Specific location management information 114 Check-out document management information 115 User management information 12 Document management device control unit 121 User management unit 122 Specific location management unit 123 Document management unit 124 Document management device communication control unit 20 User terminal DESCRIPTION OF SYMBOLS 21 Display part 211 Document operation screen 212 Specific location setting screen 22 Input operation part 23 Document input / output part 24 Specific location setting part 25 Input / output control part 26 Image reading control part 27 Print control part 28 User terminal communication control part 30 Printing apparatus 40 Image reader 4 Document 41 Revised document 5 User-specific document 7 Network 8 Comment entry sheet 81 Comment entry field 82 Two-dimensional barcode

Claims (9)

Computer
Access right setting means for setting an access right for designating a specific part of the document stored in the storage unit;
A document management program that, when accessing the document, functions as an access permission unit that selectively permits access to a specific location for which the access right has been set by the access right setting unit in accordance with the access right. The access right setting means includes:
Set access rights for specific parts of the document for each user,
The access permission means includes
The document management program according to claim 1, wherein access to a specific part of the document is permitted for each user. The access right setting means includes:
Set access rights for specific parts of the document for each user group,
The access permission means includes
The document management program according to claim 1, wherein access to a specific part of the document is permitted for each user group. The access right set by the access right setting means is:
The document management program according to claim 1, further comprising a right to perform browsing or editing of the specific part. A document creation unit that creates a document that allows the specific portion to be selectively browsed from the document stored in the storage unit, based on the access permission by the access permission unit;
The document management program according to claim 1, further comprising: browsing means for browsing a document created by the document creation means in accordance with the access right set by the access right setting means. Document creation means for creating a document in which the specific portion can be selectively edited from the document stored in the storage unit based on the permission of access by the access permission means;
The document management program according to claim 1, further comprising: a distribution unit that distributes the document created by the document creation unit in accordance with the access right set by the access right setting unit. Computer
Document acceptance means for accepting documents,
Access right setting means for setting an access right that designates a specific part of the document received by the document receiving means;
Access permission means for selectively permitting access to a specific portion of the document received by the document reception means, the access right of which is set by the access right setting means, corresponding to the access right;
A document creation means for creating a document that selectively allows browsing and editing of the specific location from the document received by the document reception means based on the access permission by the access permission means;
A document management program for causing a document created by the document creation means to function as a document registration means for registering in association with the access right set by the access right setting means. Document storage means for storing a document;
Access right setting means for setting an access right for designating a specific part of the document stored in the document storage means;
An access permission means for selectively permitting access to a specific location for which an access right is set by the access right setting means in accordance with the access right when accessing the document stored in the document storage means; Management device. A document receiving means for receiving a document;
Access right setting means for setting an access right that designates a specific part of the document received by the document receiving means;
Access permission means for selectively permitting access to a specific portion of the document received by the document reception means, the access right of which is set by the access right setting means, corresponding to the access right;
A document creation means for creating a document that selectively enables browsing and editing of the specific location from the document received by the document reception means based on the permission of access by the access permission means;
A document management apparatus comprising: a document registration unit that registers a document created by the document creation unit in association with an access right set by the access right setting unit.

Images